Move Ins and Move Outs

Move a Resident In


  1. Navigate to the Resident you would like to move in.
  2. Click the Housing Contract tab (this may be called something different based on your configuration).
    housing_contract_button.png
  3. Click Add New/Existing Housing Contract.add_new_hc.png
  4. Select the Care TypeUnit and Move-In Date as well as any other information and click Save.add_new_housing_contract.png

Note: When adding a Housing Contract for the Prospect, if you would also like to add a Housing Contract for the spouse, check the box labeled Add Housing Contract for Spouse* at the bottom of the Add Housing Contract page. This will create a Housing Contract with the same Care Level, Floor Plan, Unit, and Move In Date for the spouse.

spouse_hc.png

*This checkbox will default as checked and only displays if the individuals have a relationship with the master type of Spouse.

Transfer a Resident


  1. Navigate to the Resident you would like to move into a different unit.
  2. Click the Housing Contract tab (this may be called something different based on your configuration).
    housing_contract_button.png
  3. Click Transfer Resident.
    transfer_resident_button.png
  4. Select the new unit for the Resident and enter any other information and click Save.Residence_4.PNG

Note: By saving the new Housing Contract the old Housing Contract will mark the move out date as the move in date for the new unit. See below on how to Edit a Housing Contract.

Edit a Housing Contract


  1. Navigate to the Resident whose Housing Contract you would like to edit.
  2. Click the Housing Contract tab (this may be called something different based on your configuration).
    housing_contract_button.png
  3. Click the blue Action button to the right of Housing Contract and click Edit.
    action_edit.png
  4. Edit the information you would like and click Save.

Move a Resident Out


  1. Navigate to the Resident you would like to move out.
  2. Click the Housing Contract tab (this may be called something different based on your configuration).
    housing_contract_button.png
  3. Click the blue Action button to the right of Housing Contract and click Moved-Out.
    action_movedout.png
  4. Select a Move Out Date, Move Out/Transfer Reason (optional), and a Move Out Destination (optional) and click Save.

    Note: The Move Out Destination field displays the same values as your Lost Lead Destination field, but is updated independently.

    HousingContractMoveOut.png

Note: Remember to mark Residents that move out as Inactive by editing their profile and changing the status field.

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